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Timeline Rollup integration/configuration

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Posted on by md7

Hi all,

I am trying to configure my Timeline so related notes and activities appear on the parent Contact table. I have been able so the records appear but I am missing the "Notes on an xxx" which this screenshot from another user has.

How do I get this to appear? I am currently testing it with a custom table rolling up to the default contact table.

Thanks!

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Dynamics 365 general

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md7 39 on at

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Timeline Rollup integration/configuration

@Tom_Gioielli The post i found the image from is from this blog post: https://jukkaniiranen.com/2022/10/a-few-notes-on-the-timeline-model-driven-power-apps-form-tweaks/

@AS-15041545-0

Hmm interesting. Would there be a way around it to add a "regarding..." and a link to the record where the activity or note came from? Would be very helpful for users to know what table or record the note comes from.
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Tom_Gioielli 1,445 on at

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Timeline Rollup integration/configuration

I don't recall seeing this extra bit of information on the rolled-up activities on a timeline recently at all, so I don't think this is a setting that can be configured outside of the roll-up itself from child/grand-child records.

Without knowing when this screenshot was taken or any customizations in the environment, it's tough to know how this was achieved (except that it was from at least 2.5 years ago based on the dates of the activities being 2022)
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AS-15041545-0 57 on at

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Timeline Rollup integration/configuration

The relationship "Customer" is a special field that indicates either an Account or a Contact. This creates a bit of confusion for the rollup concept.

I suspect you need clarity around the actual hierarchical relationships so that they are setup as Parent -> Child -> Grandchild.

In general I would not expect a "Contact" (aka a single person) to be the parent of the records, it might make more sense to configure Account as the umbrella entity.

Your second choice is to consider the spider web of the relationships and configure a different approach to rolling up data. The system will need to understand, very possible you can get around some of the "traditional" using some of the newer AI features.

Cheers Anne